IWAG
Integer Wealth Advisors Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $11M | Sell |
82,413
-986
| -1% | -$131K | 5.97% | 3 |
|
|
2020
Q4 | $10.6M | Buy |
83,399
+670
| +0.8% | +$84.8K | 6.96% | 2 |
|
|
2020
Q3 | $9.58M | Buy |
82,729
+62,125
| +302% | +$7.19M | 8.81% | 2 |
|
|
2020
Q2 | $7.89M | Buy |
20,604
+2
| +0% | +$765 | 8.07% | 3 |
|
|
2020
Q1 | $6.39M | Sell |
20,602
-167
| -0.8% | -$51.8K | 7.26% | 3 |
|
|
2019
Q4 | $6.62M | Buy |
+20,769
| New | +$6.62M | 6.56% | 3 |
|